Retirement Planning Today

Discover the keys to a successful retirement and gain valuable insights from experts in the field. Whether you’re just starting to plan or looking to refine your strategy, this class can help. You will learn about maximizing Social Security benefits, investment strategies, healthcare considerations, and much more. You’ve worked hard to provide for your family and save for your future. Learn how to define your long-term goals, keep more of what you earn, and make your money work harder for you. You will leave the class with practical information that you can apply immediately.

Registration Coming Soon

This two-part series is hosted by Milwaukee County Extension and taught by a team of financial advisors from Wealth Distribution Strategies, using the Retirement Planning Today textbook from the Financial Educators Network.

A spouse, partner, or guest may attend with you for a single registration fee of $75. The fee includes a hard copy of the Retirement Planning Today textbook to be distributed in class.

Topics

Life Planning for Retirement – Preparing for the modern retirement system
Retirement Needs & Expenses – Ensuring your retirement plan will meet your requirements
Potential Roadblocks & Mistakes – Avoiding waste and recognizing action areas
Retirement Income Sources, Investments, & Distributions – Understanding your available options
Risk Management & Asset Protection – Establishing a safe, healthy, and secure retirement
Estate Planning – Framing your family’s future

Location

Lake Lounge, 17975 West Sarah Lane Brookfield, WI 53045

Dates:

This course is held over two three-hour sessions.

Classes start at 6:30pm and end at 9:30pm.

Tuesday: 9/22 & 9/29
Monday: 10/5 & 10/12
Thursday: 10/15 & 10/22
Wednesday: 10/21 & 10/28

Registration – Coming Soon

Questions?

Tahnee Aguirre

Bilingual Financial Educator
(414) 488-7724
tahnee.aguirre@wisc.edu

To ensure equal access to programs, please make requests for reasonable accommodations at least 10 days prior to the program. To request an accommodation, including language interpretation, contact the Extension Milwaukee County Financial Educator.